Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCIPLE WEALTH PARTNERS LLC | 04-23-2024 | 03-31-2024 | 344 | 1,280,426,042 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NETFLIX INC | COM | 201 | $2,322,430 | 3,824 | 0.00 | 0.00 | 100 | 2.69 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 202 | $2,190,973 | 52,216 | 0.00 | 0.00 | -276 | -0.53 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 203 | $2,187,354 | 8,086 | 0.00 | 0.00 | -643 | -7.37 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 204 | $2,144,692 | 33,558 | 0.00 | 0.00 | 6,380 | 23.47 | 03-31-2024 |
